周三， 长飞光纤光缆 午后继续拉升，大涨超15%，年内已累涨超370%。消息面上，光纤行业近期呈现“产品量价齐升”的高景气态势。据报道，国内某光纤生产企业一季度光纤产销量同比增长近5倍，产品价格出现爆发性上涨，G.657.A2光纤价格由去年的每芯公里32元飙升至240元，涨幅达650%；另一家企业一季度产销量同比增长超35%，海外销量增速超55%。
供给端方面，光纤预制棒自今年初以来持续供不应求，全球产能已逼近满负荷状态，中国四大光纤龙头预制棒生产线均满负荷运转。由于预制棒扩产周期约2年，供需紧张格局一旦确立，将持续较长时间，这支撑了光纤光缆价格维持高位，也为行业相关公司如长飞光纤光缆的股价提供了强劲动力。
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